MU · 마이크론 테크놀로지(Micron Technology)
MU — 출처가 명시된 발언과 리서치 노트를 원문 취지대로 기록합니다. 투자 조언이 아닙니다.
지난 14일간 발행된 리서치가 MU에 대해 말한 것
이 기간에 추적 중인 발행사 중 MU를 글의 주요 주제로 삼은 곳은 없었습니다.
MU에 대한 방향성 발언, 기록
각 행은 날짜가 찍힌 사실입니다: 이름이 명시된 출처가 MU에 대해 방향을 표명했습니다. 발행사가 브로커의 등급 변경을 전달한 경우, 원래 발언자는 "경유" 열에 있습니다. 이 중 어느 것도 Quant Data의 권유가 아닙니다. 나중에 가격이 어떻게 움직였는지와 대조할 수 있도록 기록해 둔 것입니다.
| 날짜 | 발행사 | 경유 | 입장 | 발언 |
|---|---|---|---|---|
| 2026-10-07 | Damnang | Damnang | 강세 | Expresses a positive view on Micron, noting its ability to narrow the revenue gap with SK Hynix despite a smaller production base. |
| 2026-10-07 | TMT Breakout | D.A. Davidson | 강세 | Price target raised from $2,100 to $3,000. |
| 2026-10-02 | AlphaPick | AlphaPick | 강세 | Keeps Micron as a top Alpha Pick, citing AI data-center memory demand above supply; the author discloses a long position. |
| 2026-10-01 | James Bulltard | author's own account | 청산 | Closed short MU $800 December puts at a profit, along with MDB $250 December and U $37 puts, to free margin ahead of payrolls; says it is not bearish on these stocks. |
| 2026-10-01 | FundaAI | FundaAI | 강세 | Bullish on MU on a 5x forward P/E on its calendar 2027 EPS of $213, supply tight into 2028 and over 75% of 2027 output locked. |
| 2026-09-30 | Damnang | Damnang | 중립 | Says the Micron catch-up case has a chance once customer specifications are clear, but states it has not concluded Micron will win; flags that custom HBM may shift value to customers such as NVIDIA. |
| 2026-09-11 | Damnang | author's own account | 강세 | The interviewed engineer holds Micron as his sole memory-sector position, citing U.S.-policy exposure and access constraints on Korean shares over technically stronger rivals. |
| 2026-09-09 | Cassandra Unchained | author's own account | 약세 | Remains short Micron, trimmed. |
MU를 언급한 리서치 노트
- 2026년 10월 8일 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- 2026년 10월 7일 — Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations
- 2026년 10월 5일 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- 2026년 10월 2일 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- 2026년 10월 1일 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- 2026년 9월 30일 — Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note
- 2026년 9월 11일 — Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing
- 2026년 9월 9일 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- 2026년 9월 1일 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
출처가 명시된 발언과 리서치 노트를 원문 취지대로 기록합니다. 투자 조언이 아닙니다.
Free daily notes by email
One email per publishing day: the statements the paid research publishers made about this ticker and the others, as an attributed ledger. Free; unsubscribing deletes the address.